Planning season 2027 › Outside view

An outside view before 2027 is decided.

Input for the strategy off-site you are planning anyway: two to three hours with a working session, built into your schedule – so that your 2027 plan answers the questions on which plans otherwise fail in day-to-day business.

Fourth quarter 2026 · half a day · your date, your premises

Why now

The fourth quarter decides the next year

Between October and December, budgets are allocated, targets set and programmes approved. Whatever does not make it onto the table in these weeks is missing for the following twelve months.

Most strategy off-sites are well prepared – by people who work inside the organisation. That is precisely their limit: those who know the system overlook what the system itself does not show. Input for the strategy off-site from someone who has nothing to gain and nothing to lose in the room is the cheapest insurance against a plan that only works on paper.

Three inputs to choose from

What we talk about

You choose one input. In the preliminary conversation, we tailor it to your organisation and your agenda.

Input 1

Delivery review 2026

What was decided, what actually arrived – and why the gap between them will reappear in the next plan if nobody names it.

Input 2

Reported at the top, known at the bottom

A grapevine check before planning: which informal patterns will carry your 2027 projects and which will slow them down.

Input 3

Three questions for the 2027 plan

Is there enough capacity, are the decision paths in place, and how do you measure progress beyond green traffic lights?

The process

How the outside view fits into your off-site

Beforehand

Preliminary conversation

Around 45 minutes: where planning stands, what should be decided by the end of the off-site, which input fits.

On the day

Input with a working session

Two to three hours in your off-site. A short input, after which the group works on its own projects. Agenda and facilitation remain with you.

Afterwards

A one-page follow-up

Within two working days: what from the input belongs in the 2027 plan – and which question is still open.

Markus Slotta – input for the strategy off-site

Straight talk

When you do not need an outside view

The plan is only meant to be confirmed

If the outcome is already fixed, an outside view disrupts more than it helps. In that case, save yourself the fee.

You are looking for a keynote speaker

There are better speakers for that. The outside view is work on your plan, not an agenda item to sit back for.

Nothing can be changed any more

If budget and targets have already been decided, the input comes too late. An implementation check in the spring is then the better choice.

The fee

What the outside view costs

Outside view

€3,500

flat rate · half a day

Includes the preliminary conversation, the input with working session, the one-page follow-up and travel time within Austria, Germany and Switzerland.

Travel expenses

at cost

in addition to the fee

I charge travel and, if needed, one overnight stay as they are incurred – with no flat rate and no mark-up.

Credit

€3,500

towards an off-site day or mandate

If the outside view is followed within three months by an off-site day or a mandate, I deduct the fee in full.

Prices for businesses, net plus VAT. Travel expenses at cost. Fixed price for engagements commissioned by 31 January 2027; prices as of October 2026. Errors and omissions excepted; subject to change. Only the written proposal is binding. All fees, credits and terms at a glance →

I allocate dates in November and December in the order in which enquiries arrive.

If you want the entire off-site facilitated:

Read on

Your next step

Prepare

First establish where you stand

Specialist self-assessments – four minutes each, no registration. A good starting point before you set the agenda for your off-site.

Go to the self-assessments →

Go deeper

When two hours are not enough

The transformation off-site day: a full day with the board and the leadership team, facilitated and with a result that holds up in day-to-day business.

Go to the off-site day →

Check the record

Where the experience comes from

Completed mandates in banking and financial services – with figures that are documented.

Go to the success stories →

Is the date for your off-site already set?

Then a short first conversation of 30 minutes is enough to clarify which input fits and where it belongs on your agenda. Free of charge and with no obligation.

Prefer to get in touch directly? office@slotta.at · +43 670 555 9678

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